September Market Insights: Bull Markets, Peace Dividends, and the Federal Reserve’s Next War
September 4, 2025 Investing at the crossroads of history “A wise man will make more opportunities than he finds.” – Francis Bacon, The Essays (1597) Download this PDF here. The edge of transformation Bacon’s wisdom, that true prosperity is won by strategic preparation, not by accident, serves as the north star for sophisticated investors navigating […]
Maximizing Your RESP: Withdraw Wisely
September 3, 2025 Download this article as a PDF. A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family and friends — can open a RESP as a “subscriber” for the benefit of a child. Invested contributions grow tax-free until […]
Kluge Wealth Advisory Group – Market Update Video – August 27, 2025
August Market Insights: The Unreasonable Rally
August 12, 2025 Why America’s reset could propel the S&P 500 to 7,500 “The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.” – George Bernard Shaw, Maxims for Revolutionists Download this PDF here. The new American […]
Kluge Wealth Advisory Group – Market Update Video – July 31, 2025
Canada Disability Benefit
July 9, 2025 Download this PDF here. What is the Canada Disability Benefit? Launched in June 2025, the Canada Disability Benefit (CDB) is a new federal program providing monthly financial support to working-age Canadians living with disabilities. The benefit aims to reduce poverty and provide greater financial security for those who may face additional living […]
July Market Insights: The Six Months Where Everything Changed
July 8, 2025 The Federal Reserve, central bank ideology, and the future of economic order “The Federal Reserve… is in the position of the chaperone who has ordered the punch bowl removed just when the party was really warming up.” – William McChesney Martin Jr., U.S. Federal Reserve chair, in a 1955 speech Download this […]
Kluge Wealth Advisory Group – Market Update Video – June 30, 2025
Kluge Wealth Advisory Group – Market Update Video – June 13, 2025
The Upside of Downturns: Strategic Tax-Loss Harvesting
June 16, 2025 Download this article as a PDF Volatile markets often prompt investors to review their portfolios and asset allocations. While market volatility is rarely enjoyable, it can open the door to valuable opportunities – especially for tax-savvy investors. One such opportunity is the “triggering” or “harvesting” of capital losses. How Tax-Loss Harvesting Works […]